Dakota Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$336,000
-19.0%
4,150
-12.1%
0.03%
-38.6%
Q4 2021$415,000
+53.7%
4,720
+40.1%
0.04%
+41.9%
Q3 2021$270,000
+3.1%
3,370
+3.1%
0.03%0.0%
Q2 2021$262,000
+12.0%
3,270
+3.2%
0.03%0.0%
Q1 2021$234,000
+5.4%
3,1700.0%0.03%
+6.9%
Q4 2020$222,0003,1700.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders